Filed April 9, 2024 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,341 |
MAIN STREET RESEARCH LLC1 year Filed as: MAIN STREET BANK Service code 27 81 GRANGER BLVD · MARLBOROUGH, MA 01430 | Advisory (Plan) | $7,214 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,871 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,681 | $121,341-14.6% | $189,513-45.3% | $79,386+30.6% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.8%+11.6pp | 70.7%+28.7pp |
| Annual return | 13.63% | 21.08%-7.5pp | 555.15%-541.5pp | 116.85%-103.2pp |
| Employer contribution / active EE | $4,525 | $3,915+15.6% | $6,162-26.6% | $2,427+86.4% |
| Participant deferral / active EE | $6,582 | $6,395+2.9% | $8,221-19.9% | $4,046+62.7% |
| Admin fee / account holder | $126 | $651-80.6% | $12,045-99.0% | $626-79.8% |